Alquity SICAV - Alquity Indian Subcontinent Fund GBP R Class

Name
Alquity SICAV - Alquity Indian Subcontinent Fund GBP R Class
Manager
Alquity Investment Management Limited
Type
SICAV
ISIN
LU1049768085
Sector
Not Categorised
Launched
05/05/2014
OCF
3 %
Risk Rating
5
3 Year Sharpe
0.61
3 Year Alpha
-1.04
Yield
0 %
Benchmark
N/A
Our objective is to provide growth for investors by tapping into the fast-moving, dynamic opportunities across the Indian Subcontinent by focusing on long-term investment themes such as demographics, urbanisation, the New India and long-term competitive advantages.The fund is not benchmarked and invests in the next investment story for the region, not the last. We gain valuable insights from incorporating Environmental, Social and Governance screening into our investment process, as well as empowering communities and entrepreneurs in the areas that we invest in.
Holding %
Mahindra & Mahindra Financial Services Ltd 6.44 %
V-Mart Retail Ltd 6.18 %
Jamna Auto Industries Ltd 6.14 %
HeidelbergCement India Ltd 6.06 %
TCI Express Ltd 5.86 %
KEI Industries Ltd 5.57 %
Britannia Industries Ltd 5.54 %
TTK Prestige Ltd 5.04 %
Bajaj Corp Ltd 4.47 %
Yes Bank Ltd 4.41 %
Region %
Asia - Emerging 100.00 %
Sector %
Consumer Cyclical 29.99 %
Financial Services 19.33 %
Consumer Defensive 17.72 %
Basic materials 12.79 %
Industrials 11.92 %
Technology 5.57 %
Name
Alquity Investment Management Limited
Address
6XF, London, Hong Kong
UCITS
Yes
Legal Structure
SICAV

Managers

Mike Sell
Joined 04/25/2014

Data provided by Morningstar.

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